Newsletter Category: Client Newsletter

As an estate planning and elder law firm, we constantly monitor legal developments that impact our clients and the broader community. You may have heard about the Corporate Transparency Act (CTA), a federal law designed to combat illicit financial activities by requiring many businesses to report information about their beneficial owners to the Financial...

Are your estate plans in order? Many people put off this vital step, but it's crucial for protecting your loved ones and your assets. Join Surprenant, Beneski & Nunes, P.C. for a FREE "Estate Planning 101: Secure Your Legacy" workshop! Attorney Rebecca S. Spinner will explain the basics of estate planning, covering wills vs. trusts,...

Caring for an aging parent is never easy, and it can be even more challenging when adult children don’t see eye to eye. One sibling may want Mom to stay at home with hired help, while another believes a move to assisted living is best. Emotions often run high, especially when the parent’s health...

When you create an estate plan, you’re doing more than just passing on your belongings. You’re also deciding who should manage your affairs, take care of loved ones, and carry out your wishes. These designations deserve careful thought. The right people and the right instructions can help prevent confusion, conflict, and delays down the...

Our offices will be closed on Independence Day, Friday, July 4th. We will reopen on Monday, July 7th at 8:30am.

Balancing the needs of aging parents while raising children of your own can feel like a juggling act with no breaks. This is the reality for many in the “sandwich generation.” You may find yourself arranging doctor appointments for your parents in the morning and attending your child’s school event later that same day....

This exciting time of year brings prom, graduation, and prepping for college. But before your 18-year-old heads off, there’s something crucial to consider: their estate plan.